Dimensional Fund Advisors
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Dimensional Fund Advisors’s Penske Automotive Group PAG Stock Holding History

Dimensional Fund Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216M Buy
1,447,910
+154,443
+12% +$24.5M 0.05% 520
2025
Q4 		$205M Buy
1,293,467
+156,308
+14% +$25.7M 0.04% 547
2025
Q3 		$198M Sell
1,137,159
-14,470
-1% -$2.58M 0.04% 552
2025
Q2 		$198M Sell
1,151,629
-123,221
-10% -$19.8M 0.05% 507
2025
Q1 		$184M Sell
1,274,850
-152,538
-11% -$24.4M 0.05% 522
2024
Q4 		$218M Sell
1,427,388
-116,616
-8% -$18.5M 0.05% 438
2024
Q3 		$251M Sell
1,544,004
-142,129
-8% -$22.7M 0.06% 372
2024
Q2 		$251M Sell
1,686,133
-156,070
-8% -$23.7M 0.07% 331
2024
Q1 		$298M Sell
1,842,203
-202,813
-10% -$31M 0.08% 238
2023
Q4 		$328M Sell
2,045,016
-307,686
-13% -$47.1M 0.1% 170
2023
Q3 		$393M Sell
2,352,702
-238,257
-9% -$39.9M 0.13% 120
2023
Q2 		$432M Sell
2,590,959
-170,114
-6% -$24.7M 0.14% 117
2023
Q1 		$392M Sell
2,761,073
-364,611
-12% -$48.5M 0.13% 120
2022
Q4 		$359K Sell
3,125,684
-313,677
-9% -$35.8M 0.11% 131
2022
Q3 		$339M Sell
3,439,361
-74,221
-2% -$8.28M 0.13% 114
2022
Q2 		$368M Sell
3,513,582
-47,048
-1% -$5.04M 0.13% 121
2022
Q1 		$334M Sell
3,560,630
-33,643
-0.9% -$3.4M 0.1% 172
2021
Q4 		$385M Sell
3,594,273
-203,618
-5% -$21.3M 0.12% 127
2021
Q3 		$382M Sell
3,797,891
-14,393
-0.4% -$1.26M 0.12% 119
2021
Q2 		$288M Sell
3,812,284
-300,500
-7% -$25.1M 0.09% 195
2021
Q1 		$330M Sell
4,112,784
-128,883
-3% -$9.01M 0.11% 145
2020
Q4 		$252M Sell
4,241,667
-129,961
-3% -$7.32M 0.09% 188
2020
Q3 		$208M Buy
4,371,628
+8,508
+0.2% +$395K 0.09% 187
2020
Q2 		$169M Buy
4,363,120
+291,231
+7% +$10.2M 0.07% 242
2020
Q1 		$114M Buy
4,071,889
+120,428
+3% +$5.24M 0.06% 335
2019
Q4 		$198M Buy
3,951,461
+41,099
+1% +$2.03M 0.07% 270
2019
Q3 		$185M Buy
3,910,362
+108,996
+3% +$4.93M 0.07% 264
2019
Q2 		$180M Buy
3,801,366
+285,679
+8% +$13M 0.07% 275
2019
Q1 		$157M Buy
3,515,687
+224,467
+7% +$9.94M 0.06% 328
2018
Q4 		$133M Buy
3,291,220
+173,979
+6% +$7.52M 0.06% 339
2018
Q3 		$148M Sell
3,117,241
-108,180
-3% -$5.5M 0.06% 408
2018
Q2 		$151M Buy
3,225,421
+141,161
+5% +$6.66M 0.06% 371
2018
Q1 		$137M Buy
3,084,260
+186,949
+6% +$9.07M 0.06% 405
2017
Q4 		$139M Sell
2,897,311
-82,291
-3% -$3.88M 0.06% 415
2017
Q3 		$142M Sell
2,979,602
-60,746
-2% -$2.62M 0.06% 370
2017
Q2 		$133M Sell
3,040,348
-18,588
-0.6% -$819K 0.06% 368
2017
Q1 		$143M Sell
3,058,936
-1,222
-0% -$62.5K 0.07% 312
2016
Q4 		$159M Sell
3,060,158
-129,368
-4% -$6.31M 0.08% 264
2016
Q3 		$154M Buy
3,189,526
+99,563
+3% +$4.14M 0.08% 233
2016
Q2 		$97.2M Sell
3,089,963
-111,860
-3% -$4.09M 0.06% 419
2016
Q1 		$121M Buy
3,201,823
+17,277
+0.5% +$615K 0.07% 278
2015
Q4 		$135M Sell
3,184,546
-46,424
-1% -$2.18M 0.08% 227
2015
Q3 		$157M Sell
3,230,970
-214,095
-6% -$11M 0.1% 154
2015
Q2 		$180M Sell
3,445,065
-187,739
-5% -$9.72M 0.11% 142
2015
Q1 		$187M Buy
3,632,804
+144,732
+4% +$7.14M 0.12% 135
2014
Q4 		$171M Buy
3,488,072
+59,715
+2% +$2.73M 0.11% 154
2014
Q3 		$139M Sell
3,428,357
-9,245
-0.3% -$434K 0.1% 177
2014
Q2 		$170M Sell
3,437,602
-17,679
-0.5% -$807K 0.12% 133
2014
Q1 		$148M Sell
3,455,281
-6,909
-0.2% -$300K 0.11% 159
2013
Q4 		$163M Buy
3,462,190
+31,574
+0.9% +$1.35M 0.13% 128
2013
Q3 		$147M Sell
3,430,616
-43,047
-1% -$1.65M 0.13% 123
2013
Q2 		$106M Buy
+3,473,663
New +$108M 0.1% 187

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors's PAG Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Penske Automotive Group (PAG) stake by 12% in Q1 2026, buying an estimated $24.5M and bringing the position to 1,447,910 shares worth $216M. The position accounts for 0.05% of the portfolio, ranked #520.

Dimensional Fund Advisors first reported a position in PAG in Q2 2013 and has held it in 52 quarters since. The position peaked at $432M in Q2 2023. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Dimensional Fund Advisors held 1,447,910 shares of Penske Automotive Group worth $216M as of Q1 2026.
  • Dimensional Fund Advisors bought 154,443 Penske Automotive Group shares in Q1 2026, an estimated $24.5M.
  • Penske Automotive Group made up 0.05% of Dimensional Fund Advisors's portfolio in Q1 2026, its #520 holding.
  • Dimensional Fund Advisors first reported a position in Penske Automotive Group in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Penske Automotive Group position peaked at $432M in Q2 2023.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.